Employee Benefits Senior Financial StrategistSalt Lake City, UT

Employee Benefits Senior Financial Strategist

Are you a bright, outgoing, people-oriented person? If so, this is the career for you. At HUB, we value education and continuous learning, and are excited to assist you along your career development path.

As an Employee Benefits Financial Strategist , you will provide analytical support to Business Advisors and client services team. You will build relationships with internal and external customers while providing guidance and assistance. You will have continuous learning and development opportunities to work towards your career goals.

We are the perfect fit if you:

  • Are seeking a progressive work environment at a rapidly growing organization

  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • Are focused on learning and development to enhance your industry knowledge and expertise

  • Are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • Believe in integrity and building success by developing relationships with others

Your job responsibilities as an Employee Benefits Financial Strategist:

You will provide analytical support to meet the data and reporting needs of our clients. Serve as a reporting and analytics Subject Matter Expert (SME) for internal and external stakeholders, providing information and guidance in resolving inquiries. Develop routine reports for clients to include renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.

Create custom reports as needed to assist in answering client inquiries, including plan cost variances, plan change analysis, claim history, claim projections, etc. and conduct complex analysis of data when required. You will prepare renewal information, which includes plan data, census, and renewal history.


  • Bachelor's degree from college or university preferred

  • Minimum two years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred

  • An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications

  • Must be a critical thinker, with strong communication, interpersonal, multi-tasking and organizational skills

  • Excellent verbal and written communication skills

  • The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment

  • Strong communication, interpersonal, multi-tasking, and organizational skills required

  • Must be thorough, detail-oriented and is responsible for working with confidential information

  • Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs

  • Ability to function independently with minimal supervision

Why Choose HUB?

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 16,000 professionals in 500 offices across North America.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.